China's Consumer Credit Crunch, Slowing Consumption, & Stock Implications

What Trump Never Told You About The Price Of A Trade War Win

Turning Negative on Baozun: Software Upgrade Delayed; E-Commerce Premiumization Slows

Chief Economist

Diana Choyleva

Enodo Economics

Enodo Economics is an independent macroeconomic forecasting company that untangles complexity, challenges the consensus, and makes sense of the future. Our focus is on China – one of the most misunderstood economies in the world, but one of the most important to figure out.  Enodo’s chief economist, Diana Choyleva, has been analysing China for almost 20 years, while Enodo’s team boasts a combined 140 years’ experience covering China’s economy, politics and markets. 

Macroeconomics

<h2><strong>China News That Matters</strong></h2><ul>
<li><p>PBoC rebuts Trump’s currency manipulation charge</p></li>
<li><p>US-Sino trade war enters a new phase</p></li>
<li><p>Helping and hindering local government borrowing</p></li>
<li><p>US airlines retreat as Chinese competition heats up </p></li>
<li>
<p>An online craze for Communist Party-themed products</p>
<div class="content-remarks">In my weekly digest China News That Matters, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and highlight why I think the news is significant. These posts are meant to neither be bullish nor bearish, but help you separate the signal from the noise.</div>
</li>
</ul>

China News That Matters
PBoC rebuts Trump’s currency manipulation charge
US-Sino trade war enters a new phase
Helping and hindering local government borrowing
US airlines retreat as Chinese competition heats up 

An online craze for Communist Party-themed products
In my weekly digest China News That Matters, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and highlight why I think the news is significant. These posts are meant to neither be bullish nor bearish, but help you separate the signal from the noise.



The PBoC Speaks/Trade War (Continued)/ Local Government Debt/Airlines Take Off/CPC Tat